chips

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 6, 2024 by Brian Janous · across every show →

Everything said about chips, oldest first

Mar 6, 2024 bearish

Prediction Not checkable as stated

Janis: Electricity supply, not GPU shortages, will bottleneck AI growth

“We'll find a way to make more chips. There's a lot of capital in that space. I, I'm more concerned about can the electrons keep up with the growth.”

Brian Janous Mar 6, 2024 ▶ 4:11 New demand is straining the grid. Here’s how to tackle it.

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chips

Everything said about chips, oldest first

Turn any episode into a week of clips.